Do you want to streamline onboarding, automate engagements and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition.

Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win.

 In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A.

           LEARNING OBJECTIVES:

            By completing this webinar, you will be able to advise your clients on topics such as:

o   How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients

o   How to leverage Ignition’s proposal templates to fast track proposal creation

o   How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options

o   Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver

o   Designing a compliant engagement letter engagement letter

o   Identify ways to speed up your engagement process with Ignition

●       Which one or all?

o   Packaging and Bundling your services

o   Consultative selling

o   Process and Workflow Efficiency

 WHO SHOULD ATTEND?
Anyone who prepares tax returns and serves taxpayers or business clients. 

Course Level: Basic
Course Length:  60 Minutes
Prerequisites: None
Delivery Method: Group-Live Internet
Field of Study: Business Management & Organization – Non-Technical
Recommended CPE: 1
Recommended CE: 0